ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 427 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $9,349,757 | -11.9% | 355,099 | -8.0% | 2.18% | -15.3% |
| Q1 2023 | $10,609,298 | +184.7% | 385,933 | +181.3% | 2.57% | +166.1% |
| Q4 2022 | $3,725,945 | +1269.8% | 137,185 | +1535.9% | 0.97% | +1205.4% |
| Q2 2021 | $272,000 | -6.5% | 8,386 | -9.2% | 0.07% | -14.0% |
| Q1 2021 | $291,000 | -72.2% | 9,239 | -74.0% | 0.09% | -74.7% |
| Q4 2020 | $1,046,000 | +47.5% | 35,488 | +24.8% | 0.34% | +27.3% |
| Q3 2020 | $709,000 | +21.8% | 28,433 | +22.7% | 0.27% | +13.6% |
| Q2 2020 | $582,000 | -47.1% | 23,169 | -52.4% | 0.24% | -55.8% |
| Q1 2020 | $1,100,000 | -37.1% | 48,687 | -6.6% | 0.53% | -32.5% |
| Q4 2019 | $1,750,000 | +12.0% | 52,130 | +2.6% | 0.79% | -0.4% |
| Q3 2019 | $1,563,000 | +2101.4% | 50,830 | +1966.3% | 0.79% | +3339.1% |
| Q1 2019 | $71,000 | 0.0% | 2,460 | 0.0% | 0.02% | -54.9% |
| Q4 2018 | $71,000 | – | 2,460 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
| Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
| Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
| COWA, LLC | 178,695 | $5,725,000 | 3.44% |
| Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
| Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
| Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |